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MCR

MFS Charter Income Trust
MCR

Delisted

MCR was delisted on the 18th of June, 2026.

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62 hedge funds and large institutions have $162M invested in MFS Charter Income Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

10% more capital invested

Capital invested by funds: $147M → $162M (+$14.4M)

2.55% more ownership

Funds ownership: 29.41% → 31.96% (+2.5%)

7% less funds holding

Funds holding: 67 → 62 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$8.86M
2
RCM
Rivernorth Capital Management
Florida
+$2.03M
3
SIA
Sit Investment Associates
Minnesota
+$1.91M
4
RCM
Robinson Capital Management
Michigan
+$1.1M
5
Wells Fargo
Wells Fargo
California
+$919K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.6M
2
KIM
Karpus Investment Management
New York
-$690K
3
SFS
Shaker Financial Services
Virginia
-$593K
4
PI
Placemark Investments
Illinois
-$586K
5
GC
Guggenheim Capital
Illinois
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$555K -$13.2K -1,450 -2%
LPL Financial
27
LPL Financial
California
$538K -$28.5K -3,143 -5%
LCM
28
Landscape Capital Management
New Jersey
$505K +$88K +9,698 +21%
GHAM
29
Gilman Hill Asset Management
Connecticut
$370K +$181K +20,000 +97%
AP
30
Advisors Preferred
Maryland
$269K +$146K +16,131 +121%
CAN
31
Cetera Advisor Networks
California
$262K -$2.48K -274 -0.9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$206K +$3.42K +377 +2%
Verition Fund Management
33
Verition Fund Management
Connecticut
$197K – – –
YP
34
Yellowstone Partners
Idaho
$190K +$16.7K +1,842 +10%
PVWM
35
Point View Wealth Management
New Jersey
$184K +$33.1K +3,654 +22%
GEM
36
Global Endowment Management
North Carolina
$183K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$150K +$58.5K +6,451 +64%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$149K +$18.7K +2,057 +14%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$143K +$272 +30 +0.2%
KFS
40
KMS Financial Services
Washington
$143K +$1.06K +117 +0.8%
First Trust Advisors
41
First Trust Advisors
Illinois
$134K -$530K -58,402 -80%
PTC
42
Philadelphia Trust Company
Pennsylvania
$110K +$109K +12,000 New
RPA
43
Rock Point Advisors
Vermont
$100K – – –
PR
44
Payden & Rygel
California
$86K – – –
FMII
45
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
WA
46
WFG Advisors
Texas
$30K +$372 +41 +1%
MFS
47
MSI Financial Services
Massachusetts
$29K +$200 +22 +0.7%
Citigroup
48
Citigroup
New York
$26K -$17.1K -1,888 -39%
Creative Planning
49
Creative Planning
Kansas
$26K – – –
LIA
50
LS Investment Advisors
Michigan
$26K – – –
1
2
3

MCR Hedge Fund Activity: Q1 2014 in Review

62 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q1 2014, worth a combined $162M — up 9.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MCR and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 26 added.

The largest buyer was Saba Capital Management, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $2.6M.

  • 62 institutional investors held MFS Charter Income Trust (MCR) as of Q1 2014, down from 67 in Q4 2013.
  • Funds reported $162M of MFS Charter Income Trust stock for Q1 2014, up 9.8% quarter-over-quarter.
  • 6 funds opened new MFS Charter Income Trust positions in Q1 2014 and 11 closed out, a net change of -5 holders.
  • The largest MFS Charter Income Trust buyer in Q1 2014 was Saba Capital Management, an estimated $8.86M added.
  • The largest MFS Charter Income Trust seller in Q1 2014 was Morgan Stanley, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2014.